+52.3%
BMEZ vs VOO
+155.6%
-103.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | -0.7% | -0.4% | -0.4% | -0.5% |
| 30D | +4.6% | -1.4% | +6.0% | +5.6% |
| 3M | +19.8% | +3.7% | +16.1% | +16.6% |
| 6M | +20.5% | +13.0% | +7.5% | +10.5% |
| YTD | +18.1% | +12.4% | +5.7% | +8.6% |
| 1Y | +25.8% | +18.6% | +7.2% | +11.4% |
| 3Y | +51.9% | +78.1% | -26.1% | +0.3% |
| 5Y | -2.5% | +82.3% | -84.7% | -36.8% |
| All | +52.3% | +155.6% | -103.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling